United Homes Group, Inc.

Report azionario NasdaqGM:UHG

Capitalizzazione di mercato: US$71.8m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

United Homes Group Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jack Micenko

Amministratore delegato

US$1.6m

Compenso totale

Percentuale dello stipendio del CEO40.18%
Mandato del CEO2.8yrs
Proprietà del CEO0.2%
Durata media del management2.8yrs
Durata media del Consiglio di amministrazioneNessun dato

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi • Feb 07

Subdued Growth No Barrier To United Homes Group, Inc. (NASDAQ:UHG) With Shares Advancing 26%

United Homes Group, Inc. ( NASDAQ:UHG ) shares have continued their recent momentum with a 26% gain in the last month...
Articolo di analisi • Dec 22

United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues

United Homes Group, Inc. ( NASDAQ:UHG ) shareholders are no doubt pleased to see that the share price has bounced 41...
Articolo di analisi • Dec 05

Is United Homes Group (NASDAQ:UHG) Using Debt In A Risky Way?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Oct 22

United Homes Group: Houston, We Have A Problem (Rating Downgrade)

Summary United Homes Group stock plunged over 60% after a mass leadership exodus following a strategic review, erasing prior outperformance. UHG faces industry headwinds: high interest rates, tariffs, and declining housing activity, with falling revenues, profits, and net new orders. Despite UHG's cheap valuation, the abrupt board resignations and management turmoil create significant uncertainty and risk for investors. Given the chaos and lack of leadership clarity, I downgrade UHG to a soft 'sell' until stability and further insight emerge. Read the full article on Seeking Alpha
Articolo di analisi • Sep 26

Capital Allocation Trends At United Homes Group (NASDAQ:UHG) Aren't Ideal

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Articolo di analisi • Jul 27

United Homes Group, Inc.'s (NASDAQ:UHG) Shares Climb 39% But Its Business Is Yet to Catch Up

Despite an already strong run, United Homes Group, Inc. ( NASDAQ:UHG ) shares have been powering on, with a gain of 39...
Articolo di analisi • Jul 02

Does United Homes Group (NASDAQ:UHG) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi • Jun 11

What United Homes Group, Inc.'s (NASDAQ:UHG) 104% Share Price Gain Is Not Telling You

United Homes Group, Inc. ( NASDAQ:UHG ) shareholders would be excited to see that the share price has had a great...
Articolo di analisi • Apr 26

Investors Don't See Light At End Of United Homes Group, Inc.'s (NASDAQ:UHG) Tunnel And Push Stock Down 32%

Unfortunately for some shareholders, the United Homes Group, Inc. ( NASDAQ:UHG ) share price has dived 32% in the last...
Seeking Alpha • Mar 30

United Homes Group: Not Bad, But Not Great

Summary I am intrigued by United Homes Group, a small player in the housing market with a market cap of $202.1 million and a focus on high-growth areas. Despite attractive pricing and a diverse home product line, recent financial performance has been mixed, with declining backlog and volatile profitability metrics. The company's asset-light strategy offers flexibility, but rising payroll costs and greater commissions and discounts have impacted profits and cash flows. While United Homes Group shows some upside potential, the financial uncertainties lead me to rate it as a soft 'buy' for now. Read the full article on Seeking Alpha
Articolo di analisi • Mar 10

United Homes Group, Inc.'s (NASDAQ:UHG) Share Price Could Signal Some Risk

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Consumer Durables industry in the United States...
Seeking Alpha • Dec 19

United Homes Group: Stock Needs To Trade Lower Before A Final Bottom Is Confirmed

Summary United Homes Group, Inc. shares have dropped due to negative Q3 earnings and a secondary public offering causing share-price dilution. Despite 35% revenue growth and 30% new home deliveries in Q3, profitability concerns led to an investor sell-off. The secondary offering at $5 per share caused technical damage, signaling a potential new downtrend. High valuation metrics and negative cash flow, coupled with significant net debt, make UHG shares unattractive despite insider buying. Read the full article on Seeking Alpha
Articolo di analisi • Dec 10

Risks Still Elevated At These Prices As United Homes Group, Inc. (NASDAQ:UHG) Shares Dive 29%

United Homes Group, Inc. ( NASDAQ:UHG ) shareholders won't be pleased to see that the share price has had a very rough...
Articolo di analisi • Nov 08

United Homes Group (NASDAQ:UHG) Is Reinvesting At Lower Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi • Sep 25

Is United Homes Group (NASDAQ:UHG) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Jul 22

United Homes Group: Some Notable Insider Purchases In June

Summary United Homes Group, Inc. shares have dropped over 60% due to high interest rates impacting housing affordability. The company predominantly builds in South Carolina but is also growing through acquisitions, making three since going public in March 2023. Insiders made large transactions in the stock in June, showing optimism despite poor financial performance and an uncertain interest rate environment. An analysis of United Homes Group follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

United Homes Group: Housing Market Improves, But Not Enough

Summary United Homes Group stock price continues to drop in 2024, in contrast with the broader housing market, on limited growth and high market multiples. Recovery in revenues is visible for Q4 2023 as both home closings and new orders are up. This can continue in 2024 on an improved housing market outlook. Profits are a mixed bag, though, with weaker operating margins but a sharp uptick in net profit. Considering the more representative adjusted figures reveals high market multiples. On balance, the recovery isn't strong enough to justify its current price. If its price drops enough or its earnings show a sharp improvement or both, the stock can look far more interesting. Read the full article on Seeking Alpha
Articolo di analisi • Apr 14

United Homes Group (NASDAQ:UHG) Will Be Hoping To Turn Its Returns On Capital Around

What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...
Articolo di analisi • Dec 23

It's A Story Of Risk Vs Reward With United Homes Group, Inc. (NASDAQ:UHG)

It's not a stretch to say that United Homes Group, Inc.'s ( NASDAQ:UHG ) price-to-sales (or "P/S") ratio of 1x right...
Articolo di analisi • Nov 24

United Homes Group's (NASDAQ:UHG) Solid Earnings May Rest On Weak Foundations

United Homes Group, Inc. ( NASDAQ:UHG ) just released a solid earnings report, and the stock displayed some strength...
Articolo di analisi • Aug 11

Estimating The Fair Value Of United Homes Group, Inc. (NASDAQ:UHG)

Key Insights United Homes Group's estimated fair value is US$10.27 based on 2 Stage Free Cash Flow to Equity With...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jack Micenko rispetto agli utili di United Homes Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

-US$16m

Sep 30 2025n/an/a

-US$19m

Jun 30 2025n/an/a

US$5m

Mar 31 2025n/an/a

US$40m

Dec 31 2024US$2mUS$650k

US$47m

Sep 30 2024n/an/a

-US$20m

Jun 30 2024n/an/a

US$138m

Mar 31 2024n/an/a

US$355m

Dec 31 2023US$2mUS$275k

US$125m

Compensazione vs Mercato: La retribuzione totale di Jack ($USD 1.62M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 649.34K ).

Compensazione vs guadagni: La retribuzione di Jack è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Jack Micenko

2.8yrs
Mandato
US$1,617,802
Compensazione

Mr. John Gregory Micenko, Jr., also known as Jack, serves as President of United Homes Group, Inc. since July 17, 2023 and serves as its Chief Executive Officer since May 2025. He served as Managing Direct...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Michael Nieri
Executive Chairman3.2yrsUS$2.79m34.16%
$ 24.5m
John Micenko
President & CEO2.8yrsUS$1.62m0.20%
$ 145.0k
Keith Feldman
Chief Financial Officer3.2yrsUS$1.11m0.82%
$ 589.8k
Clive O'Grady
Chief Administrative Officer3.2yrsNessun dato1.41%
$ 1.0m
Shelton Twine
Co-Chief Operating Officer1yrUS$584.60k0.33%
$ 240.0k
Jeremy Pyle
Co-Chief Operating Officer1yrNessun datoNessun dato
Erin McGinnis
General Counsel & Corporate Secretary2.8yrsNessun datoNessun dato
Robert Penny
Executive Vice President of Sales3.2yrsNessun dato0.010%
$ 7.3k
Pennington Nieri
Co-Executive Vice President of Construction Servicesno dataUS$591.99k0.35%
$ 251.6k
2.8yrs
Durata media
48.5yo
Età media

Gestione esperta: Il team dirigenziale di UHG è considerato esperto (durata media dell'incarico 2.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/05 02:59
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

United Homes Group, Inc. è coperta da 0 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.